Associate, Portage

Sagard Holdings Management Corp.; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Sagard Holdings Management Corp. is seeking an analytical and fintech-passionate Associate to join their team in New York. The role involves developing investment theses, sourcing opportunities, and conducting due diligence on potential investments in fintech.

Ideal candidates will have a Bachelor’s degree with a quantitative focus and at least 2 years of relevant experience in venture capital or high-growth startups. Strong communication and analytical skills are essential for success in this collaborative role.

Qualifications

• Bachelor’s degree with a quantitative focus like Engineering or Business.
• 2+ years in venture capital, growth equity, or relevant startup experience.
• Strong passion for financial services and technology.

Responsibilities

• Develop thesis to identify themes and investable opportunities.
• Source investment opportunities and build relationships in fintech.
• Conduct due diligence on potential investments.
• Work with portfolio companies on strategic initiatives.
• Support portfolio reporting and fund analysis.

Skills

Analytical skills

Communication skills

Team collaboration

Detail-oriented

Self-starter

Empathy for founders

Education

Bachelor’s degree with quantitative orientation

Job description

Position Overview

We are looking for an analytical and fintech‑passionate Associate to join our team in Toronto. The Associate will help identify and support breakthrough global fintech and financial services companies.

Responsibilities

• Develop thesis to identify themes and investable opportunities.
• Source investment opportunities and build relationships within the fintech ecosystem.
• Conduct due diligence on potential investments, including financial, market, and company analysis.
• Work with portfolio companies on strategic initiatives and board topics.
• Support portfolio reporting and fund analysis, including pipeline tracking and KPI consolidation.

Qualifications

• Bachelor’s degree with quantitative orientation (Engineering, Business, etc.).
• 2+ years experience in venture capital/growth equity, or experience at a high‑growth startup combined with investment banking or consulting.
• Strong passion for financial services and technology.
• Organized and detail‑oriented, able to manage multiple priorities.
• Team player who thrives in a collaborative environment.
• Self‑starter who can work independently and prioritize tasks.
• Strong written and oral communication skills with the ability to synthesize thoughts on companies and markets.
• Comfortable with ambiguity in an entrepreneurial environment.
• Demonstrated analytical excellence.
• Strong empathy for founders.

Sagard is an equal‑opportunity employer that values diversity in the workplace. We are happy to accommodate individuals with requests for accommodations. Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.